FAQ

How do I start?

Submit the Contact / Start form. We reply within 1 business day with next steps and a portal invite if appropriate.

How do pricing and add-ons work?

Our pricing is flat and transparent. Add-ons apply to extra complexity (e.g., multi-state, rentals, K-1s).

What is “Record Readiness — Cleanup”?

If documents require sorting/reconciliation before prep begins, a +15% cleanup fee applies.

What are “Rush” options?

Rush = 2 weeks (+25%); Urgent = 1 week (+50%), subject to capacity.

How do I share documents?

Use the Client Portal.

Do you handle IRS notices?

Yes, for active clients we include notice handling in monthly packages; one-time clients can add it as needed.